Free Case Management System
Case Management System with a benefits calculator and budgeting tool for Welfare and Debt Advisers.
Supporting Advisers to work more efficiently
Welfare and Debt Advisers play a vital role in helping vulnerable customers maximise their income, reduce essential expenses, and build financial resilience. Yet income maximisation is complex. Advisers must navigate a wide range of benefits and grants, assess customers’ personal and financial circumstances, and speak with organisations on their behalf. Our system supports advisers at every level—from junior to expert—by helping them record customers’ details and quickly assess their eligibility for national benefits, social tariffs, and local hardship grants. This allows them to provide clear advice and help more people secure the benefits they’re entitled to.
I’ve found it to be really useful as it offers a variety of tools that aren’t available on other calculators, especially the brief Personal Independence Payment assessment section. It does an excellent job of setting out entitlements and breaking down how they work in the “view calculation” section, which is very useful. The bonus is that it even shows useful tariffs for broadband and utilities, which is great.
It’s a fantastic tool I have used to either back up my initial thoughts around entitlement or, more commonly, uncover an entitlement for clients I hadn’t even considered.
Welfare Adviser at Hope4U
Key Product Features
Our Case Management System offers:
- Customer Cases: Record each customer’s case, add notes, and track progress in one place.
- Benefit Entitlement Calculations: Check clients’ entitlements directly within the system.
- What-If and Better-Off Analysis: Compare different scenarios to help clients make informed decisions.
- Budgeting Tools: Track spending, identify potential savings, and reduce liabilities.